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Monday Business Report
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Defense & Aerospace Report Podcast [May 04, ’25 Business Report]

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss another up week on Wall Street allowed investors recoup losses since President Trump’s unprecedented tariffs, but strategists warn conditions for sustained growth don’t exist; the administration proposed “skinny budget” to boost defense spending by 13 percent to $1 trillion; China’s openness to tariff talks as Britain’s Chancellor Rachel Reeves calls on Washington to make a deal; frustrated Boeing’s delays on new Air Force Ones, Trump asks L3Harris to convert a former Qatari royal family 747-8 as an interim measure; Washington approves a $350 million deal with Ukraine for F-16 maintenance and training as the CIA’s former director of operations Ralph Goff says that the Biden administration gave Ukraine enough weapons not to lose but not enough to win against Russia; Airbus, AeroCap, Albany International, Bombardier, Crane, Garmin, HEICO, HII, Howmet, Leonardo DRS, and Rolls-Royce report earnings; Boeing’s decision to sell its Jeppeson unit to Thoma Bravo and what it means for the commercial airplane giant’s acquisition of Spirit AeroSystems; and a $3.5 billion missile sale to Saudi Arabia as the president prepares to visit Riyadh, Qatar and the UAE.

CAVASShips Weekly Podcast
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CAVASSHIPS Podcast [May 02, ’25] Ep: 191 Headline Review w/ USNI’s Sam Lagrone

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week… another busy week inside the Washington Beltway and around the world. Sam Lagrone of USNI News will help us sort through the Ships Act, the Reconciliation Bill, shakeup at the National Security Council and how the Houthis caused an expensive US Navy fighter to roll off an aircraft carrier into the Red Sea.

PODCASTS
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Defense & Aerospace Report Podcast [Washington Roundtable May 02, ’25]

On this week’s Defense & Aerospace Report Washington Roundtable, Dr. Patrick Cronin of the Hudson Institute think tank, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security and former Pentagon comptroller Dr. Dov Zakheim of the Center for Strategic and International Studies join Defense & Aerospace Report Editor Vago Muradian to discuss the Trump administration’s proposed $1 trillion defense budget — a 13 percent increase over current spending — that according to a Bloomberg report prioritizes the Golden Dome missile defense project, shipbuilding and nuclear modernization, border security and a 3.8 percent military pay raise; House deliberations on $150 billion defense reconciliation package; Trump’s declining popularity and it’s impact on GOP lawmakers; continued disarray among Democrats; Trump’s decision to fire National Security Adviser Tim Waltz and replace him with Secretary of State Marco Rubio — who will perform both jobs as Waltz will become America’s next UN ambassador; China’s decision to accept US offers to negotiate on tariffs, but ask White House to ease 145 percent customs duties on Chinese goods as a good will gesture; Washington and Kyiv finish a rare earth elements deal with Treasury Secretary Scott Bessent pledging that Ukraine will remain sovereign and prosperous and that Russian entities that participated in the war wouldn’t be rewarded; opposition to Trump propelled Mark Carney to victory in Canada and may help Antony Albanese stay in office in Australia; Britain’s Reform Party takes historically Labor seat in by elections; Israel’s two strikes on Syria; and the deadly explosion at Iran’s Bandar Abbas oil complex.

Air Power
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Defense & Aerospace Air Power Podcast [May 01, 25] Season 3 E17: Drone, Drone on the Range

The US Air Force is building an uninhabited future with its collaborative combat aircraft. There’s been a lot of focus on their capabilities and procurement, but not so much on how to keep them effective in the fight. Mark Gunzinger, Director of Future Concepts and Capability Assessments at the Mitchell Institute, joins us to fill in that critical blank. Plus other headlines in airpower. All powered by GE!

DEFAERO REPORT Daily Podcast
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DEFAERO Daily Pod [Apr 30, 25] Harker & Becker on Leveraging Enterprise Data for National Security

Former acting Navy Secretary Tom Harker and retired Rear Adm. Christian “Boris” Becker who led the Naval Information Warfare Systems Command, now senior advisers with Pantheon Data, join Defense & Aerospace Report Editor Vago Muradian to discuss the commentary they co-wrote with Pantheon Data CEO Kris Kenefic, — “The Need for Decision-Making Speed: Leveraging Enterprise Data for National Security” — on how to speed acquisition of data and AI capabilities that can help commanders with everything from faster and better decision-making to accountability; impediments to change; how to accelerate the acquisition process; and keys to ensuring cybersecurity.

DEFAERO REPORT Daily Podcast
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Defense & Aerospace Daily Podcast [Apr 29, ’25] Latest on Ukraine War w/ Sam Bendett & Dr. Eugene Rumer

On today’s Land Warfare Series program, sponsored American Rheinmetall, Sam Bendett of the Center for Naval Analyses and Dr. Eugene Rumer, the director of the Russia and Eurasia program at the Carnegie Endowment for International Peace, join Defense & Aerospace Report Editor Vago Muradian to discuss that latest on the Ukraine war including Moscow’s drive push Ukrainian forces from Russia’s Kursk region; the evolving use of unmanned systems as both sides try to out innovate the other; why Vladimir Putin proposed a unilateral 72-hour ceasefire after President Trump met with Ukrainian President Volodymyr Zelenskyy; Russia’s unchanged aims for the war, despite talks with Washington and Kyiv; prospect that fighting will cease anytime soon; whether Ukraine — working with Europe — can stand on its own if Washington “walks away” from talks as well as material and intelligence support; Ukraine’s role in Europe drive to rapidly rearm; why Russia’s recent air attacks on Ukrainian cities have been increasingly successful; and how long before Russia resets its forces as Moscow retains the same designed on its neighbors’ territory.

DEFAERO REPORT Daily Podcast
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DEFAERO Daily Pod [Apr 28, 25] Byron Callan’s Week Ahead

On this week’s Look Ahead Podcast, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian discuss the $150 billion House Armed Services Committee’s reconciliation package that will be deliberated this week that prioritizes ships, missile defense and autonomous systems; implications of tariffs across the defense industrial base; takeaways from earnings reports last week; outlook for combat aircraft programs like the B-21 Spirit bomber as well as F-35 Lightning II and the Navy’s FA-XX future fighters; takeaways from the joint event by the Washington International Trade Association and the Asia Society; and a look at the week ahead.

PODCASTS
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The Downlink [Apr 27, 25] Space Power: Look Beyond “The Tips Of Your Skis”

Want to think beyond 2045? There’s a process for that called Strategic Foresight. According to a new U.S. Space Force Report, the newest service branch needs to employ it. Laura Winter speaks with two of the report’s leading authors, Joel Mozer, who is best known for being the first United States Space Force Director of Science, Technology and Research; and David Hardy, former Associate Deputy Under Secretary of the Air Force for Space. You can read their report here: ihubcolorado.org/beyond-the-tipping-point/.

Monday Business Report
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Defense & Aerospace Report Podcast [Apr 27, ’25 Business Report]

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. “Rocket” Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy join host Vago Muradian to discuss Wall Street’s up week as President Trump backtracked on firing Federal Reserve Chairman Jerome Powell and that Washington was talking to Beijing on a tariff deal — China said no talks were underway — Deutsche Bank predicts a decade-long decline in the dollar as gold soars; a massive earnings week as Babcock, Boeing, GE Aerospace, General Dynamics, Hexcel, L3Harris, Lockheed Martin, Northrop Grumman, RTX, Saab, Safran, Teledyne, Textron, and Thales report results; and how Europe’s ESG focus is impeding efforts to re-industrialize.

CAVASShips Weekly Podcast
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CAVASSHIPS Podcast [Apr 25, ’25] Ep: 190 Dr Steve Wills

Welcome to the CavasShips Podcast with Christopher P. Cavas and Chris Servello…a weekly podcast looking at naval and maritime events and issues of the day – in the US, across the seas and around the world. This week… Rebuilding the US merchant marine and the industry that supports it are goals now shared by both Congress and the presidential administration, and a new book is out that aims to guide those actions. Dr.Steve Wills is the editor of Returning from Ebb Tide: Renewing the United States Commercial Maritime Industry, and he’ll be here to dive deep into that subject.

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